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EPIC Investment Partners
2 EPIC Investment Partners Jobs
8-10 years
EPIC Investment Partners - Senior Manager - Client Reporting (8-10 yrs)
EPIC Investment Partners
posted 6d ago
Flexible timing
Key skills for the job
- We are seeking a qualified and experienced Senior Manager - Client Reporting to oversee the preparation, review, and delivery of high-quality reporting for our clients.
- The candidate will ensure timely, accurate, and insightful reporting, drive process enhancements, and foster client satisfaction while managing and mentoring a dedicated reporting team.
- This role offers an opportunity to contribute to the seamless operation of a global financial services platform with a focus on reporting excellence and operational efficiency.
Roles and Responsibilities:
- Oversee the preparation, review, and submission of client reports, including financial statements, performance summaries, and portfolio analyses.
- Ensure compliance with IFRS, FRS 102, and other relevant accounting standards.
- Develop and implement reporting frameworks to meet client-specific and regulatory requirements.
- Monitor and enhance processes to ensure efficiency, accuracy, and scalability in reporting.
- Collaborate with internal stakeholders to ensure seamless integration of data and insights into reporting deliverables.
- Address client queries and provide detailed explanations of financial statements and reports.
- Prepare Board packs and other key presentations for stakeholders.
- Lead the development and delivery of training to the reporting team to ensure adherence to best practices.
- Coordinate with auditors, tax advisors, and regulatory bodies for compliance and reporting accuracy.
- Drive continuous improvement initiatives to enhance reporting quality and operational efficiency.
Skills and Qualifications:
- Qualified CA/ACCA with 8+ years of post-qualification experience.
- Extensive knowledge of financial reporting, accounting for SMEs, and multi-jurisdictional rules.
- Advanced proficiency in MS Excel and financial modeling.
- Proven experience in managing and mentoring a reporting or financial team (minimum 3 years).
- Strong analytical skills with attention to detail and the ability to explain complex financial data.
- Excellent written and spoken English for effective communication with clients and stakeholders.
Key Characteristics:
- Embody EPIC values: Clients First, Intellectual Integrity, Collegiate.
- Demonstrates sound judgment, commercial acumen, and attention to detail.
- Builds collaborative relationships and fosters teamwork with energy and focus.
- Calm and focused under pressure, ensuring deadlines are consistently met
Functional Areas: Other
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8-10 Yrs
8-10 Yrs
Remote